Elevance Health, Inc.
ELV- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0001156039
In the last 90 days, Elevance Health, Inc. insiders filed 2 open-market purchases and 0 sales; 1,615 institutions reported holding it in 13F filings for Q2 2026, worth $76.8B in total; superinvestors Harris Associates (Oakmark) and Baupost Group hold it.
13F holders, Q2 2024
Institutional positions in Elevance Health, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,712
- +61 vs. Q1 2024
- Shares held
- 208.1M
- +1.28M (+0.6%) vs. Q1 2024
- Total value
- $112.7B
- +$5.57B (+5.2%) vs. Q1 2024
- New holders
- 148
- 711 more added
- Sold out
- 87
- 550 more reduced
21 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ELV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,615 | $76.8B |
| Q1 2026 | 1,473 | $57.1B |
| Q4 2025 | 1,557 | $71.0B |
| Q3 2025 | 1,512 | $63.3B |
| Q2 2025 | 1,596 | $79.7B |
| Q1 2025 | 1,667 | $88.6B |
| Q4 2024 | 1,609 | $76.5B |
| Q3 2024 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $107.7B |
| Q4 2023 | 1,660 | $98.1B |
| Q3 2023 | 1,531 | $90.8B |
| Q2 2023 | 1,529 | $93.1B |
| Q1 2023 | 1,521 | $96.9B |
| Q4 2022 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $105.7B |
| Q4 2021 | 1,375 | $99.3B |
| Q3 2021 | 1,221 | $80.6B |
| Q2 2021 | 1,239 | $82.8B |
| Q1 2021 | 1,215 | $78.2B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keystone Financial Group | 1,310 | $709.8K | 0.25% | +28+2.2% | Added |
| Exchange Traded Concepts, LLC | 1,306 | $707.7K | 0.02% | +60+4.8% | Added |
| Indie Asset Partners, LLC | 1,301 | $705.2K | 0.56% | −137−9.5% | Reduced |
| Constitution Capital LLC | 1,300 | $704.4K | 0.37% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,296 | $702.1K | 0.13% | −230−15.1% | Reduced |
| Everhart Financial Group, Inc. | 1,290 | $699.0K | 0.18% | +171+15.3% | Added |
| Oxford Financial Group Ltd | 1,289 | $698.5K | 0.05% | +57+4.6% | Added |
| Keystone Financial Services | 1,281 | $694.3K | 0.29% | +157+14.0% | Added |
| Ontario Teachers Pension Plan Board | 1,279 | $693.0K | 0.01% | −4,554−78.1% | Reduced |
| J.W. Cole Advisors, Inc. | 1,276 | $691.5K | 0.03% | +139+12.2% | Added |
| First Foundation Advisors | 1,274 | $690.3K | 0.03% | +1+0.1% | Added |
| Gryphon Financial Partners LLC | 1,268 | $687.3K | 0.10% | +72+6.0% | Added |
| Solidarilty Wealth, LLC | 1,268 | $687.1K | 0.21% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,263 | $684.4K | 0.06% | −12−0.9% | Reduced |
| Arden Trust Co | 1,261 | $683.3K | 0.10% | −42−3.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,261 | $683.1K | 0.55% | +13+1.0% | Added |
| Holderness Investments Co | 1,260 | $683.0K | 0.16% | +4+0.3% | Added |
| Brookstone Capital Management | 1,302 | $678.3K | 0.01% | −54−4.0% | Reduced |
| Pathway Financial Advisers, LLC | 1,263 | $677.0K | 0.24% | +15+1.2% | Added |
| Colonial Trust Co | 1,246 | $675.4K | 0.12% | +104+9.1% | Added |
| SRS Capital Advisors, Inc. | 1,246 | $674.9K | 0.07% | +101+8.8% | Added |
| Palisades Hudson Asset Management, L.P. | 1,238 | $671.0K | 0.31% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,237 | $670.3K | 0.16% | −70−5.4% | Reduced |
| Change Path, LLC | 1,236 | $670.0K | 0.03% | +124+11.2% | Added |
| Prospera Financial Services Inc | 1,231 | $669.2K | 0.02% | +9+0.7% | Added |
| Clear Harbor Asset Management, LLC | 1,233 | $668.1K | 0.06% | +193+18.6% | Added |
| ISAM Funds (UK) Ltd | 1,233 | $668.1K | 0.50% | +1,233 | New |
| Westfield Capital Management Co LP | 1,230 | $666.5K | 0.00% | +1,230 | New |
| Axxcess Wealth Management, LLC | 1,229 | $666.0K | 0.02% | −450−26.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,229 | $665.9K | 0.23% | +23+1.9% | Added |
| Eqis Capital Management, Inc. | 1,229 | $665.9K | 0.05% | +84+7.3% | Added |
| GeoWealth Management, LLC | 1,228 | $665.5K | 0.03% | +400+48.3% | Added |
| Keel Point, LLC | 1,243 | $660.9K | 0.06% | +86+7.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,213 | $657.3K | 0.25% | −40−3.2% | Reduced |
| Accredited Investors Inc. | 1,212 | $656.7K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 1,307 | $653.4K | 0.00% | +72+5.8% | Added |
| Tranquilli Financial Advisor LLC | 1,221 | $652.7K | 0.44% | −8−0.7% | Reduced |
| GTS Securities LLC | 1,203 | $651.9K | 0.01% | +1,203 | New |
| Highland Capital Management, LLC | 1,200 | $650.2K | 0.04% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,199 | $649.6K | 0.12% | −6−0.5% | Reduced |
| StoneX Group Inc. | 1,198 | $649.1K | 0.05% | +207+20.9% | Added |
| Stony Point Wealth Management Inc. | 1,198 | $648.9K | 0.28% | −94−7.3% | Reduced |
| Legacy Advisors, LLC | 1,193 | $646.4K | 0.08% | +117+10.9% | Added |
| Farther Finance Advisors, LLC | 1,206 | $644.5K | 0.03% | +160+15.3% | Added |
| Weinberger Asset Management, Inc | 1,182 | $640.6K | 0.30% | +39+3.4% | Added |
| First Manhattan Co | 1,179 | $638.9K | 0.00% | +692+142.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,172 | $635.4K | 0.03% | −217−15.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,172 | $635.1K | 0.03% | +248+26.8% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,170 | $634.0K | 0.80% | −14−1.2% | Reduced |
| Affinity Investment Advisors, LLC | 1,170 | $634.0K | 0.48% | +123+11.7% | Added |
| Sonoma Private Wealth LLC | 1,162 | $629.7K | 1.02% | −19−1.6% | Reduced |
| Monarch Capital Management Inc | 1,153 | $624.8K | 0.18% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,141 | $618.2K | 0.24% | −18−1.6% | Reduced |
| Naples Global Advisors, LLC | 1,140 | $617.7K | 0.06% | +40+3.6% | Added |
| Joel Isaacson & Co., LLC | 1,140 | $617.7K | 0.03% | −105−8.4% | Reduced |
| Avestar Capital, LLC | 1,138 | $616.6K | 0.07% | +140+14.0% | Added |
| Ellevest, Inc. | 1,130 | $612.3K | 0.04% | +403+55.4% | Added |
| Fulton Bank, N.A. | 1,130 | $612.3K | 0.02% | +31+2.8% | Added |
| Cardiff Park Advisors, LLC | 1,128 | $611.2K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,128 | $611.2K | 0.01% | +6+0.5% | Added |
| JB Capital LLC | 1,126 | $610.3K | 0.04% | +6+0.5% | Added |
| Humankind Investments LLC | 1,124 | $609.1K | 0.16% | −190−14.5% | Reduced |
| Proequities, Inc. | 1,124 | $608.8K | 0.04% | −84−7.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,116 | $604.7K | 0.02% | −231−17.1% | Reduced |
| Baxter Bros Inc | 1,109 | $600.9K | 0.08% | −200−15.3% | Reduced |
| Intelligence Driven Advisers, LLC | 1,108 | $600.4K | 0.09% | +508+84.7% | Added |
| Vantage Financial Partners, LLC | 1,106 | $599.5K | 0.16% | +16+1.5% | Added |
| Dodge & Cox | 1,100 | $596.0K | 0.00% | 00.0% | Unchanged |
| Farmers Trust Co | 1,098 | $595.0K | 0.12% | −21−1.9% | Reduced |
| Penserra Capital Management LLC | 1,096 | $594.0K | 0.01% | −5−0.5% | Reduced |
| Heritage Trust Co | 1,096 | $593.9K | 0.08% | 00.0% | Unchanged |
| NVWM, LLC | 1,091 | $591.2K | 0.16% | −4−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,090 | $590.9K | 0.06% | −57−5.0% | Reduced |
| PBMares Wealth Management LLC | 1,086 | $588.3K | 0.14% | +7+0.6% | Added |
| Cim Investment Mangement Inc | 1,083 | $586.8K | 0.18% | −6−0.6% | Reduced |
| First Western Trust Bank | 1,073 | $581.4K | 0.03% | +6+0.6% | Added |
| Waldron Private Wealth LLC | 1,066 | $577.6K | 0.03% | +63+6.3% | Added |
| Whalen Wealth Management Inc. | 1,064 | $576.5K | 0.46% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 1,063 | $576.0K | 0.02% | −794−42.8% | Reduced |
| Country Club Bank | 1,072 | $574.3K | 0.04% | −35−3.2% | Reduced |
| Hengehold Capital Management LLC | 1,054 | $571.2K | 0.06% | +36+3.5% | Added |
| Texas Yale Capital Corp. | 1,050 | $569.0K | 0.03% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,050 | $569.0K | 0.45% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,049 | $568.4K | 0.08% | −1−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 1,049 | $568.4K | 0.11% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,032 | $559.2K | 0.22% | +70+7.3% | Added |
| VELA Investment Management, LLC | 1,029 | $557.6K | 0.20% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,029 | $557.4K | 0.11% | +26+2.6% | Added |
| Ascent Wealth Partners, LLC | 1,026 | $555.9K | 0.08% | −167−14.0% | Reduced |
| NBC Securities, Inc. | 1,025 | $555.0K | 0.05% | +65+6.8% | Added |
| Sentry Investment Management LLC | 1,022 | $554.0K | 0.25% | −209−17.0% | Reduced |
| Advisory Alpha, LLC | 1,018 | $552.0K | 0.02% | +63+6.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,015 | $550.0K | 0.13% | +160+18.7% | Added |
| Lifeworks Advisors, LLC | 1,012 | $548.4K | 0.15% | −68−6.3% | Reduced |
| Kuhn & Co Investment Counsel | 1,006 | $545.1K | 0.49% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,005 | $544.6K | 0.37% | +1,005 | New |
| Signet Financial Management, LLC | 1,004 | $544.2K | 0.07% | −21−2.0% | Reduced |
| Aspen Investment Management Inc | 1,004 | $544.0K | 0.27% | +42+4.4% | Added |
| Everett Harris & Co | 1,001 | $542.4K | 0.01% | +60+6.4% | Added |
| Lantern Wealth Advisors, LLC | 1,000 | $541.9K | 0.39% | 00.0% | Unchanged |